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Souders Financial Advisors’s Jacobs Solutions J Stock Holding History

Souders Financial Advisors’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,808
Closed -$671K – 179
2024
Q2 		$671K Buy
5,808
+67
+1% +$7.86K 0.1% 113
2024
Q1 		$730K Buy
5,741
+481
+9% +$56.4K 0.12% 110
2023
Q4 		$565K Buy
5,260
+116
+2% +$12.6K 0.1% 111
2023
Q3 		$581K Sell
5,144
-98
-2% -$10.6K 0.11% 113
2023
Q2 		$516K Buy
5,242
+637
+14% +$60.7K 0.1% 116
2023
Q1 		$448K Sell
4,605
-16
-0.3% -$1.6K 0.1% 117
2022
Q4 		$459K Sell
4,621
-5
-0.1% -$491 0.1% 117
2022
Q3 		$415K Buy
4,626
+224
+5% +$23.2K 0.11% 117
2022
Q2 		$463K Buy
+4,402
New +$493K 0.13% 105

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Souders Financial Advisors's J Position: Q3 2024 in Review

Souders Financial Advisors sold out of Jacobs Solutions (J) in Q3 2024, closing a stake of 5,808 shares — an estimated $671K sold.

Souders Financial Advisors first reported a position in J in Q2 2022 and held it in 9 quarters. The position peaked at $730K in Q1 2024. 820 funds tracked by Wall St. Rank hold J as of Q3 2024.

  • Souders Financial Advisors reported no remaining Jacobs Solutions position as of Q3 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 5,808 Jacobs Solutions shares in Q3 2024, an estimated $671K.
  • Souders Financial Advisors first reported a position in Jacobs Solutions in Q2 2022 and held it in 9 quarters.
  • Souders Financial Advisors's Jacobs Solutions position peaked at $730K in Q1 2024.
  • 820 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2024.

Based on Souders Financial Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.